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Sustainable Investing
ESG: Doing well and doing good with your portfolio
In this podcast, we explore ESG investing, why its popularity has grown, the role it plays in a portfolio and what actions advisors can take to implement socially-responsible directives for their clients.
Leveraging Technology & Data
Protecting what’s yours
We’ve all seen security breaches covered in the news: Equifax – at a cost of nearly $243M, Uber – resulting in $148M in combined fines, and just last year, Facebook – at a potential cost of $1.63B.
Portfolio Construction Insights
ESG Case Studies
Find out how Hermes’ in-house stewardship team, Hermes Equity Ownership Service (EOS), seeks to benefit shareholders around the world through engagement.
Sustainable Investing
Gender-Lens Investing: How to Invest to Advocate for Women
Female representation at senior levels of corporate leadership has experienced little change, despite increased workforce participation.
Manager & Investment Selection
Is your wholesaler your BESTIE?
Have you ever called your wholesaler when you realized late in the game of planning a client event that you need additional funding?
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Advisor
The growth of fee-based advice has led to a more holistic approach of consulting with today’s individual investor. Because of the efficiency and improved outcome of the
approach, holistic offerings as well as the use of goal-focused service is here to stay and the centerpiece that drives the approach is account aggregation.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
This piece is approved to use with clients.
Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.
Sustainable Investing
Earth Day, Every Day: Climate Conscious Investing
Climate change is one of the most pressing issues of our time. Today, it’s clear that investors are paying attention to its effects and building their portfolios accordingly.
Sustainable Investing
Making an Impact with Your Investments
This piece is approved to use with clients.
What if you could control how your investment dollars are directed and support the values you cherish, be they respect for the environment, promoting diversity in the workplace, or improving the lives of others?